# Empower Stock Plan Services Reviews
**Vendor:** Empower  
**Category:** [Equity Management Software](https://www.g2.com/categories/equity-management)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 24
## About Empower Stock Plan Services
Expert-backed, easy-to-use equity plan and cap table management software. As the longest standing provider in the space, we have the most experienced Certified Equity Professionals, with an average tenure in equity comp of 17 years. More importantly, we put our experts on the front lines with our clients. No phone trees, call centers or chatbots, just a direct phone number and email address leading right to our CEPs, who are happy to discuss system usage or equity compensation best practices at large.



## Empower Stock Plan Services Pros & Cons
**What users like:**

- Users value the **improved customer support** of Empower Stock Plan Services, citing quick and professional issue resolution. (1 reviews)
- Users commend the **ease of use** of Empower Stock Plan Services, highlighting its streamlined interface and improved support. (1 reviews)
- Users appreciate the **streamlined and easy-to-use interface** of Empower Stock Plan Services, significantly better than previous options. (1 reviews)

**What users dislike:**

- Users find the **reporting capabilities lacking** , though customer support helps alleviate some frustration with the service. (1 reviews)
- Users find a **lack of instructions** frustrating, though customer support helps alleviate some concerns. (1 reviews)
- Users note **poor customer support** , which diminishes their overall satisfaction despite some positive aspects of the service. (1 reviews)

## Empower Stock Plan Services Reviews
  ### 1. Incredibly easy to set up and highly knowledgeable support staff.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2024

**What do you like best about Empower Stock Plan Services?**

Incredibly easy to set up and highly knowledgeable staff providing support throughout the implementation process. We had a relatively simple plan and the OT team made the process easy enough for me to set up on my own, without the help of external consultants or other costly implementation resources. 
Would highly recommend this to any company looking to migrate into a cost-effective, robust platform, that still provides great customer support and ease of implementation.

**What do you dislike about Empower Stock Plan Services?**

Like any new platform being implemented, it takes some time to get used to the functionality. With that said, the implementation and support teams were incredibly helpful in patiently walking me through new tools and reports as I was using them for the first time.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

Prior to implementing OT, we were managing the employee RSU issuance in excel, which can be very succeptible to human error and incorrect calculations. The OT team helped us seamlessly migrate to a robust platform that has all required functionality for plan management and reporting.

  ### 2. Good customer service, special handling and outside the box thinking makes OT team shine.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jeff D. | Equity Program Admin, Enterprise (> 1000 emp.)

**Reviewed Date:** September 30, 2024

**What do you like best about Empower Stock Plan Services?**

Good customer service, special handling of some unique equity processing and the teams outside the box thinking on how to make our requests a possibility, makes OT team shine.

**What do you dislike about Empower Stock Plan Services?**

There is occassional cumbersome system functionality that I wasn't used to, but just need to gain a better understanding of the software, where to find certain data and reporting.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

We have had some unique equity processing that the OptionTrax software and team has created for us to accomplish our goal

  ### 3. Seamless transition and excellent support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Catalin B. | Enterprise (> 1000 emp.)

**Reviewed Date:** February 15, 2024

**What do you like best about Empower Stock Plan Services?**

The simple user interface that can be easily customized and can accomodate a variety of LTI programs. We have a very complex long term incentive landscape and OT was able to accomodate all our requirements and simplify the display for our employees.

**What do you dislike about Empower Stock Plan Services?**

Nothing at this time but we keep learning about the features and will gladly provide our feedback to the support team.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

The product is designed in such a manner that it can present a rather complex long term incentive landscape in a very simple and concise manner so that all our eligible population (including front line workers as well tech employees) can understand their current equity awards.
Furthermore, the support team is going above and beyond (more than any other equity administration company I worked with) to understand our plan and to partner with us in its management.

  ### 4. OptionTrax for Stock Plan Administration

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 05, 2024

**What do you like best about Empower Stock Plan Services?**

The interface for OptionTrax is far more streamlined and easy to use than the previous vendor, Computershare, and their customer support has been a huge improvement. The issues we have encountered were handled quickly and professionally.

**What do you dislike about Empower Stock Plan Services?**

The reporting is less robust and documentation is not as robust as we might hope, but their customer support does offset some of that frustration.  Overall, I am happy we made the switch!

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

We  are using OptionTrax to provide a plan interface for our employees and also for reporting features. It does streamline the exercise process and internal audit.

  ### 5. Great Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kyle M. | C, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 15, 2021

**What do you like best about Empower Stock Plan Services?**

The customer service is great.  They are quick to respond and can resolve any issues that occur.   They took a suggestion I had and incorporated it into an update.  The platform is easy to use and navigate. The reporting functions are exactly what I need for various tasks.

**What do you dislike about Empower Stock Plan Services?**

I have not had any dislikes.  As I mentioned, they incorporated a suggestion I had into an update.  Seems to have everything from an accounting or finance role or function.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

We needed an equity tracking and reporting application.  This was perfect for us.  Easy to upload prior information or big batches of data.  Has everything we need from a disclosure and reporting requirement as an SEC registrant.

**Official Response from Scott Miller:**

> Thanks for your feedback, Kyle!  We're thrilled you're happy with the platform and our support and it's our pleasure to hear from our customers and incorporate their suggestions into OptionTrax.

  ### 6. New User

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 12, 2024

**What do you like best about Empower Stock Plan Services?**

I have only been using the software for a few months, so I am still relatively new and learning its capabilities. That being said, so far I have found that the user interface is very simple (in a good way) and clear. In comparison to other systems I have used for equity management, all of the site areas are easy to navigate and seem to end up being what I expected them to look like / be able to do. I was actually able to find many of the things I was looking for as a new user, without any formal training, which was a big plus for me.

**What do you dislike about Empower Stock Plan Services?**

The only thing so far I would like to see is the ability to have a dedicated support rep for more involved issues (other than routine items that pop up day to day). It would be helpful to ensure we have periodic check ins to make sure we are using the software correctly and to its best capabilities.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

OptionTrax helps us take inventory of all of our outstaning equity awards, value them for US GAAP purposes, and track tax implications of ecercises, etc.

**Official Response from Ken Lockett:**

> We're happy to hear that OptionTrax is helping you manage your equity awards and track tax implications. Our goal is to provide a valuable solution for equity management, and we appreciate your input on how we can further benefit our users. Please feel free to email the team at support@optiontrax.com and tag myself at klockett@optiontrax.com, as we would love to discuss your thoughts on a periodic check cadence that fits your schedule.

  ### 7. Great system for equity comp tracking

**Rating:** 5.0/5.0 stars

**Reviewed by:** jack c. | CFO, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 30, 2024

**What do you like best about Empower Stock Plan Services?**

Very intuitive interface.   Great implementation and customer support.   Ease of use.

**What do you dislike about Empower Stock Plan Services?**

Could be additional self help searching capabilites for adminstrators in the system.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

Tracks and manages equity plans easily.   Reporting tools are great for financial reporting

  ### 8. Brings Sanity to our Equity Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rob P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 11, 2023

**What do you like best about Empower Stock Plan Services?**

OptionTrax has provided discipline in our equity management processes, and comprehensive insight into our grants and related finances.   Implementation required a good deal of work, but all of it was something we needed to do - and was beneficial to our practices in the long run, so well worth the time spent.  Now our processes are better defined and integrated into our daily routines.

OptionTrax includes reporting designed to calculate finance and equity disclosures for our SEC filings, so it has also simplified our compliance practices.  That also gives us increased confidence in the accuracy of our disclosures.  

Customer support is responsive and catches items that we may have otherwise missed.  I use OptionTrax almost daily.  

The participant portal functions are a great benefit to our employees too, provide transparency to them and allows us to manage compliance (such as blackout windows).  We have received good feedback from the participants using it.

**What do you dislike about Empower Stock Plan Services?**

Some complicated and unorthodox grants have been difficult to fit into the system, but that is to be expected. 
 OptionTrax worked with us to make them work.  In some cases that may have involved new processes on our side, but still well worth it and less than what it would take to manage the grants without.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

As a smaller company early in commercialization, equity grants are a large part of our compensation structure.  That has led to many and different types of grants, vesting, etc.  OptionTrax gives us a single place to manage grants and also can help serve as a check against how to best structure them.  Participant access also helps us interact centrally with the participants, communicate blackouts, etc.

  ### 9. Very easy to work with and support is great

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joyce K. | Office Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2024

**What do you like best about Empower Stock Plan Services?**

Pretty intuitive and easy to use. Have been using it for 5+ years.

**What do you dislike about Empower Stock Plan Services?**

None for our company at this point. No complaints

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

Good reporting.

  ### 10. OptionTrax - Equity Compensation Platform Solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2021

**What do you like best about Empower Stock Plan Services?**

OptionTrax offers an incredible support team with quick response time. I have counted on them countless times to assist on projects or updates, all which have been resolved in a timely fashion. Very knowledgeable and helpful team. Also the platform is easy to navigate and provides you with all your data in the click of a button. The software has been a time saver as previously we computed all SBC and equity items manually.

**What do you dislike about Empower Stock Plan Services?**

We've been very happy with our integration to OptionTrax.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

The ease of the platform and how quickly you are able to run repots, complete quarterly closes, etc.

  ### 11. Great team to work with!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 03, 2024

**What do you like best about Empower Stock Plan Services?**

The customer service is always there to help with any questions.

**What do you dislike about Empower Stock Plan Services?**

I would like better options to develope special reports that is not offered in Optiontrax.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

Optiontrax is a great tool for accounting the monthly expenses related to stock by employee / director.  THey also assist in the annual 1099's.

  ### 12. Excellent

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mario G. | Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 17, 2021

**What do you like best about Empower Stock Plan Services?**

The reports including award summary, expense summary and detail, and calculating diluted amount per share.

**What do you dislike about Empower Stock Plan Services?**

Participant statements. Is there another way to clean them up or make them easier to  mail? I am not able to print them out in portrait mode, only landscape.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

Keeping track of participant options, the timelines of each grant, and being able to update participants with questions they have very easily. Also the support response is fairly quick as well.

**Official Response from Scott Miller:**

> We're thrilled you're enjoying OptionTrax, Mario!  We'll look into expense locking per your feedback.  We're very glad OptionTrax has simplified equity management for you and we appreciate your business!

  ### 13. Managing Director - Technical Accounting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 21, 2024

**What do you like best about Empower Stock Plan Services?**

Arushi was very nice and responsive.  It was my first time to use OptionTrax and I find it user friendly.

**What do you dislike about Empower Stock Plan Services?**

None at the moment as I have to navigate OptionTrax further particularly with the disclosure reports.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

SBC expense reporting and disclosures.

  ### 14. Exceptional Assistance

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.)

**Reviewed Date:** January 12, 2024

**What do you like best about Empower Stock Plan Services?**

OptionTrax is a easy tool to use and the customer service is exceptional.  They are quick, precise and knowledgeable about the stock comp process intricacies . During our year end close process OptionTrax responded with detailed explanations that there easy to follow.  When we requested a video call they responded after-hours to set up a meeting the very next business day!

**What do you dislike about Empower Stock Plan Services?**

I wish the report names included numbers.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

With the OptionTrax tool we can now manage our equity outside of excel, with precision.

**Official Response from Ken Lockett:**

> We're thrilled to hear that you find OptionTrax easy to use and that our customer service has been exceptional! We appreciate your feedback and will take your suggestion about report names into consideration for future improvements.

  ### 15. Easy to use!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.)

**Reviewed Date:** February 13, 2024

**What do you like best about Empower Stock Plan Services?**

I like how timely Optiontrax's support team is as well as the ease of use of the particpant platform. I also like how reports can be customized to run for whatever information you need to report on.

**What do you dislike about Empower Stock Plan Services?**

It is taking a long time to implement due to the complexities surrounding our Plan, but no fault of Optiontrax!

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

Helping particpants view their share-based compensation.

  ### 16. 7 Years and still going strong

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeanne S. | Executive Assistant/Contracts Administrator/Corporate Paralegal, Telecommunications, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2022

**What do you like best about Empower Stock Plan Services?**

We have been using OptionTrax and InvestmenTrax for over 7 years now.  The rollout went smoothly and effortlessly on our part.  My company has done its best to find creative ways to stump the software but has yet to do it.  As a pre-public company, we have standard and non-standard option grants, ISOs & NQSOs, RSU's and RSUs + Options with double triggers.  The support level from the beginning of the relationship to this very day has never faltered, changed or wavered.  if I ask for help - it is quickly received, including a person-to-person phone call and screen share if needed.  The team at Plan Management are professional and dedicated but also warm and welcoming.  The system automatically calculates the 100K rule split between ISO/NQSO; handles termination calculations, including acceleration perfectly.  Exercising options is a piece of cake.  The participant portal has improved in appearance and functionality over the years and our employees love it.  The added feature of uploading your own grant notice templates was a dream come true -- we have 20+ different templates!

**What do you dislike about Empower Stock Plan Services?**

Honestly, there are no aspects of the software that I dislike.  There is one minor "statement" reporting thing with share totals that I don't think is as intuitive as everything else, having to do with performance grant shares returning to the pool, but other than that - I have nothing.  Any upgrades, changes, or modifications have been dealt with, usually before I could think to ask.

**Recommendations to others considering Empower Stock Plan Services:**

Test drive it, try to break it, talk to current users.  I don't think you can go wrong by going with Plan Management and their OptionTrax and InvestmenTrax platforms.  Very affordable and scalable.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

No problem - just benefits.  Managing our robust option plan and cap table was a nightmare before OptionTrax and now it is a piece of cake.  Without it, I wouldn't be able to do the many other things on my plate.

  ### 17. Top Shelf Customer Service at OptionTrax

**Rating:** 5.0/5.0 stars

**Reviewed by:** Laura P. | CFO Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 30, 2022

**What do you like best about Empower Stock Plan Services?**

I had direct & very timely access to a seasoned CEP / MBA (Elena Thomas) via a call and e-mails to assist with very detailed equity nuances that set the stage for related technical accounting. That was invaluable and greatly appreciated. The competitor's approach was to provide an article that did not even address the main issue, much less provide a mechanism for nuanced follow-up questions.

**What do you dislike about Empower Stock Plan Services?**

I have not used the OptionTrax platform myself, so I am not in a position to add meaningful feedback.   Our legal department manages the activity on OptionTrax. My feedback is based on the customer service support that pertained to equity comp nuances as they relate to technical accounting.

**Recommendations to others considering Empower Stock Plan Services:**

Unless you are an expert in equity compensation yourself, I highly recommend OptionTrax since they provide timely access to seasoned Certified Equity Professionals that can assist with technical questions that inevitably come up.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

The cap table has become unwieldy and the equity instruments more complex. OptionTrax is providing the backbone of equity compensation organization and related data management. Where they set themselves apart from their competition is their live customer service wherein they field questions &. provide general guidance on equity compensation matters. This is so crucial for most customers who are not experts themselves in technical aspects of equity compensation. The topic that Elena helped with was the consequences and mechanics of conversion from ISO to RSA.

  ### 18. Excellent Customer Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sonia C. | HR Leader, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 10, 2022

**What do you like best about Empower Stock Plan Services?**

What I really best about Option Trax is the immediate response from customer service.  I found myself in a place where I had not used the tool in a while, and needed a refresher - I emailed the help desk and within 5 minutes I received a call back!  We are a small company, but I can tell that this is simply how Option Trax operates.

**What do you dislike about Empower Stock Plan Services?**

Honestly, I cannot come up with anything specific that I dislike...I find the tool pretty user friendly and easy to navigate.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

Option Trax is providing a solution to my US clients whereby they can view their equity holdings in one easy to navigate portal.

  ### 19. Great software for small to medium sized companies.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jared H. | Vice President, Corporate Controller, Enterprise (> 1000 emp.)

**Reviewed Date:** April 28, 2022

**What do you like best about Empower Stock Plan Services?**

I enjoy the ease of navigating the varios functions and capabilities within the software. It is fairly intuitive to use this software.

**What do you dislike about Empower Stock Plan Services?**

There is not anything that I currently dislike. It has worked well for what we use it for.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

At times I will need to reach out to the support team to handle unique modifications. The support team has been responsive and helpful.

  ### 20. Very good and multi-faceted system for equity plan management, administration, and reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Biotechnology | Enterprise (> 1000 emp.)

**Reviewed Date:** August 22, 2022

**What do you like best about Empower Stock Plan Services?**

Reporting and grant-level processing / reporting

**What do you dislike about Empower Stock Plan Services?**

Having to switch between modules (cap table and plan management)

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

How to efficiently manage and report on equity capital structures

  ### 21. FDVA Review-PKH

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2021

**What do you like best about Empower Stock Plan Services?**

I value the customer service and their timely feedback.  Their staff is very knowledgeable and have helped me with numerous reporting questions.

**What do you dislike about Empower Stock Plan Services?**

I find that it is sometimes hard to find the reports that I need on a regular basis.  For example, if I generate a report in one month and then try to search for that same report in a later month there is no useful report name.  I have tried to search for reports in the search bar and the report names are not always consistent.

**Recommendations to others considering Empower Stock Plan Services:**

Speak with current users to get their genuine feedback

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

We previously utilized an excel-based, internally-developed model.  This model was subject to error and overall issues with model integrity.  OptionTrax allows us apply amortization methods and know that our assumptions are being applied consistently across our various equity compensation agreements.

**Official Response from Scott Miller:**

> Thanks for the feedback!  We're happy to hear our support team has been helpful and we appreciate your thoughts on report nomenclature, they help us continue to review and improve the platform.  Thanks again!

  ### 22. Excellent product, great support on implementation and ongoing.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Chemicals | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 10, 2021

**What do you like best about Empower Stock Plan Services?**

As a startup, we had accounting for our stock programs on spreadsheets since our inception. Like so many, after 4 years, we found that our plans had grown in size and complexity. So that, our spreadsheet-based option was no longer viable.
In our search for the right solution for us.  We found that many of the market providers took a one size fits all approach, trying to bundled features that we did not need. OptionTrax offered us both the features we needed today and the ability to grow and add features. Making the decision to switch both affordable and providing comfort that our future needs can also be met.
We found the software to be very well structured and easy to implement.  We found the implementation team to be very knowledgeable and supportive during our transition and continue to receive great support from the operations team. As a small team, we are very grateful for the hours they spent making our transition seamless.

**What do you dislike about Empower Stock Plan Services?**

In the beginning, we found that the menu structure of the software is not that easy to navigate. We do continue to become more comfortable and learn additional tips and tricks.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

We have seen a reduction in the time needed for plan management. We have improved data management and our comfort with the accuracy and completeness of our data.

  ### 23. 4 year optiontrax user

**Rating:** 4.0/5.0 stars

**Reviewed by:** Janet T. | Corporate Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 15, 2021

**What do you like best about Empower Stock Plan Services?**

I like that i can track the equity awards and value them in one system.  I like that optiontrax is there to help with more complex transactions.

**What do you dislike about Empower Stock Plan Services?**

I wouldn't say I like the generic email address to submit questions to.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

At my previous company, they helped with a change in pricing and vesting.

**Official Response from Scott Miller:**

> Thanks for the feedback, Janet!   We're thrilled you use OptionTrax for straightforward and complex transactions.  Regarding access to our support team, along with the support email address, feel free to call our support team of Certified Equity Professionals directly at  610-359-5870.  We'll be sure to keep checking our support email inbox constantly, too.  Thanks again!   

  ### 24. Excellent, adaptable solution that has met all of our business needs.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kenneth T. | Corporate Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 01, 2021

**What do you like best about Empower Stock Plan Services?**

Customer service is excellent. Software is very powerful and reliable and their development team has been able to work with us on numerous ad-hoc projects both timely and at a good price point.

**What do you dislike about Empower Stock Plan Services?**

We've been partnering with OptionTrax since 2014 and so far nothing to dislike.

**What problems is Empower Stock Plan Services solving and how is that benefiting you?**

OptionTrax has met all of our investor relations and ASC 718 maintenance/accounting.


## Empower Stock Plan Services Discussions
  - [OptionTrax FAQs](https://www.g2.com/discussions/optiontrax-faqs) - 1 comment, 1 upvote

- [View Empower Stock Plan Services pricing details and edition comparison](https://www.g2.com/products/empower-stock-plan-services/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+13%3A58%3A15+-0500&secure%5Bsession_id%5D=31c25157-72b0-4e48-a8ee-6e72172eff53&secure%5Btoken%5D=4404baf9909be3b29d64f6efce0381f613bd2ff53eab7bcea608f00fcbc8e6b7&format=llm_user)

## Empower Stock Plan Services Features
**Platform Basics**
- Reporting

**Plan Management - Stock Plan Administration**
- Document Management
- Trading & Settlement
- Equity Compensation
- Cap Table
- Workflows

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Compliance - Stock Plan Administration**
- Security
- Tax

**Employee Self-Service - Stock Plan Administration**
- Documents
- Education

**Analytics & Data Management - Stock Plan Administration**
- Integration
- Reporting

**Agentic AI - Equity Management**
- Autonomous Task Execution

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